Financial Planning Specialist

3 days ago


Manila, National Capital Region, Philippines Investing Right Full time

Join Investing Right, a reputable financial services company in the Philippines, as a Financial Planning Specialist.

About the Job

This exciting opportunity allows you to work with clients to help them achieve their short and long-term financial goals. As a key member of our team, you will provide expert advice on various insurance products tailored to individual needs and risk levels.

The ideal candidate will have a strong understanding of financial planning principles and excellent communication skills to effectively interact with clients. If you are motivated, results-driven, and eager to grow your career in the finance industry, we encourage you to apply for this challenging yet rewarding role.

Responsibilities
  • Assist clients in creating personalized financial plans that cater to their unique needs and objectives.
  • Evaluate clients' financial risk levels and recommend suitable solutions.
  • Stay up-to-date with market trends and product offerings to provide the best possible service to clients.
  • Collaborate with colleagues to ensure seamless delivery of client services.
Requirements
  • At least 4 years of experience in a related field (financial planning, sales, or customer service).
  • 21-40 years old.
  • Not affiliated with any multi-level marketing organization.
  • Resident of the Philippines.
What We Offer
  • A competitive salary range of PHP 20,000 - PHP 50,000 per week, depending on performance.
  • Flexibility to work anytime and anywhere.
  • Ongoing training and development opportunities to enhance your skills and knowledge.
  • Recognition and reward programs for outstanding performance.
  • Opportunities for career growth and advancement.


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